{"category":{"slug":"proposal-and-quoting-software","label":"Proposal and quoting software"},"methodology_url":"https://www.orbator.io/ai-index/methodology","license":"Free to use with attribution to orbator.io","date":"2026-08-22","engine":null,"available_dates":["2026-08-22","2026-08-21","2026-08-01","2026-07-31","2026-07-28","2026-07-26","2026-07-25","2026-07-22","2026-07-11","2026-07-10","2026-06-25","2026-06-18","2026-06-17","2026-06-12"],"policy":{"quotable_engines":["anthropic","openai","gemini"],"max_excerpt_chars":400,"full_text_public":false,"customer_runs_public":false,"full_text_retention":"retained at least 24 months, then operator review","notes":["Only Index category runs are archived publicly — customer scans never appear.","The quotable unit is a short excerpt of at most 400 characters, never the full answer.","Engines outside the verbatim allowlist are recorded as having answered, with the excerpt withheld under their terms.","Prompt intent is published; the prompt text itself is not."]},"status":"ok","count":4,"limit":50,"truncated":false,"engines":[{"engine":"anthropic","count":4,"withheld":false,"answers":[{"engine":"anthropic","answered_on":"2026-08-22","prompt_intent":"best_in_category","excerpt":"Based on current reviews and comparisons, here are the top tools for creating and sending sales proposals with built-in e-signature capabilities:\n\n## Best All-in-One Proposal + E-Signature Tools\n\n**1. PandaDoc**\nPandaDoc is one of the most complete all‑in‑one document workflow platforms for teams that need to create, send, track, and sign proposals, quotes, and contracts at scale, and is a great f","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":201,"end":209,"name":"PandaDoc"},{"start":212,"end":220,"name":"PandaDoc"}]},{"engine":"anthropic","answered_on":"2026-08-22","prompt_intent":"best_in_category","excerpt":"## Best Proposal Software for B2B Service Businesses\n\nBased on current 2026 reviews, here are the top options depending on your specific needs:\n\n### Top All-Around Picks\n\n**PandaDoc** – PandaDoc combines proposal creation with document management, payment collection and analytics in a single interface. It ranks #1 for agencies needing enterprise features and CRM integration.\n\n**Proposify** – Propo","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":173,"end":181,"name":"PandaDoc"},{"start":186,"end":194,"name":"PandaDoc"},{"start":381,"end":390,"name":"Proposify"}]},{"engine":"anthropic","answered_on":"2026-08-22","prompt_intent":"alternatives","excerpt":"If you're finding platforms like Salesforce CPQ, Oracle CPQ, or SAP CPQ too heavy for your needs, there's a healthy market of lighter-weight tools built specifically for smaller teams and simpler sales motions. Here's a breakdown:\n\n## Lightweight CPQ alternatives\n\n**Native/CRM-attached quoting tools**\n- **HubSpot Quotes** — involves pricing and multi-currency quoting through HubSpot's currency set","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":33,"end":47,"name":"Salesforce CPQ"},{"start":64,"end":71,"name":"SAP CPQ"}]},{"engine":"anthropic","answered_on":"2026-08-22","prompt_intent":"problem_solving","excerpt":"## Top options for sending proposals with online signatures\n\n**If you're a freelancer/solo consultant/small agency:**\n\n- **Better Proposals** – offers a streamlined platform for creating, sending, and tracking digital proposals, and is a strong fit for small businesses and agencies that want modern, visually engaging documents with built-in e-signatures. Digital signatures are built in, so clients","excerpt_withheld":false,"withheld_reason":null,"highlights":[{"start":123,"end":139,"name":"Better Proposals"}]}]}]}